Behavioral Finance for Financial Advisors

November 20, 2019

Here’s to the advisors who empower the world to invest fearlessly. You’re the real heroes, and that’s why we believe the financial advisor is someone worth betting on deep into the future. Thank you— we couldn’t have built this movement without you.

Spotlight

UBA Group

United Bank for Africa Plc is one of Africa's leading financial institutions offering banking services to more than 7 million customers across 750 branches in 19 African countries. With presence in New York, London and Paris, UBA is connecting people and businesses across Africa through retail and corporate banking, innovative cross border payments, trade finance and investment banking…

OTHER WHITEPAPERS
news image

DATA SCIENCE, MACHINE LEARNING AND AI IN BANKING

whitePaper | December 22, 2019

Data has always been the foundation of the banking industry. What has changed in recent years, of course, is the amount of data available and the speed at which it is processed as well as the need to quickly respond to market changes. New technology gives banks the power to collect, store, and analyze exponentially more information than was imaginable not too long ago. In the wake of Fintech, banks already know that to succeed in today’s ecosystem, they must use this wealth data at a massive scale to continuously innovate.

Read More
news image

8 Actions to Manage Inflation

whitePaper | January 2, 2023

As consumer prices and global energy costs edge ever higher, it’s become clear that this bout of inflation isn’t transitory. Economists and business leaders alike agree that supply-chain-driven hikes will persist through the majority of this year at least, with stickier increases around labor possibly becoming permanent.

Read More
news image

Fintech Market Forecast 2023

whitePaper | December 18, 2022

With the ever-growing interest in the Fintech industry and its constantly changing environment, it is worth keeping on track of the critical trends, opportunities and challenges in the Fintech industry. We conduct an annual market survey that shows how players in the industry expect the market to evolve.

Read More
news image

Pathways to the Regulation of Crypto-Assets: A Global Approach

whitePaper | May 1, 2023

Coordinating regulatory frameworks across jurisdictions is a complex task for almost any sector. With crypto-assets – given the unique features of the underlying technology as well as the boundless opportunities that it presents – it is often contended that global coordination is not just desirable but necessary.

Read More
news image

AI in lending: How financial institutions can unlock the full potential of their loan data

whitePaper | May 23, 2023

How can AI help, no matter which stage you are at in the credit cycle? There are multiple stages in the life cycle of a loan from origination and onboarding right through to monitoring and risk management, securitization and trading or investing. Each part of the cycle requires access to comprehensive, accurate and up-to-date data. Digital transformation is leading to greater efficiency in all of these areas but going digital alone may not be enough to fully harness the benefits of new technologies when it comes to regulatory compliance and risk management. And beyond that, what is the value this enhanced data flow brings? How can AI tools give companies a competitive edge?

Read More
news image

AWS User Guide to Financial Services Regulations and Guidelines in New Zealand

whitePaper | May 31, 2022

This document provides information to assist financial services institutions in New Zealand that are regulated by the Reserve Bank of New Zealand as they accelerate their use of AWS Cloud services.

Read More

Spotlight

UBA Group

United Bank for Africa Plc is one of Africa's leading financial institutions offering banking services to more than 7 million customers across 750 branches in 19 African countries. With presence in New York, London and Paris, UBA is connecting people and businesses across Africa through retail and corporate banking, innovative cross border payments, trade finance and investment banking…

Events